Release #68 | Release Notes Overview Winter 2024

Introduction

This tutorial provides a comprehensive overview of the key features and updates highlighted in ServiceTitan's Release Notes for Winter 2024. Whether you are a current user or considering ServiceTitan for your business, this guide will help you navigate the latest enhancements and integrations to improve your workflow.

Step 1: Access Wells Fargo Financing Integration

• Sign up for early access to the Wells Fargo Financing Integration.
• Visit the Wells Fargo waitlist link to join the early access program.

Step 2: Utilize Invoice Templates in Document Template Manager

• Navigate to the Document Template Manager in your ServiceTitan account.
• Create or customize invoice templates to streamline billing processes.
• Ensure that the templates meet your business's specific needs for fast and accurate invoicing.

Step 3: Explore Property Management Billing for Commercial Accounts

• Review the new features available for billing commercial properties.
• Customize billing options to better serve property management clients.

Step 4: Implement Multi-Party Billing for Commercial Projects

• Set up multi-party billing for jobs that require invoicing multiple clients or stakeholders.
• Ensure all parties receive their respective invoices accurately.

Step 5: Use Consolidated Billing for Commercial Operations

• Explore the consolidated billing feature to combine multiple invoices into one.
• This simplifies payments for clients with multiple jobs or properties.

Step 6: Set Up Job Costing Permission

• Adjust job costing permissions to control who can view and edit job costs.
• This enhances security and ensures sensitive financial information is only accessible to authorized personnel.

Step 7: Review New Features on Customer and Location Pages

• Familiarize yourself with updates made to the Customer and Location pages.
• Check for enhancements that improve user experience and data visibility.

Step 8: Transition from Legacy Customer and Location Pages

• Note that legacy pages are being phased out—make sure to transition to the new design.
• Use this opportunity to update any outdated information.

Step 9: Improve Contact Method Syncing

• Take advantage of enhanced syncing for contact methods.
• Ensure that all client communication channels are up-to-date and integrated.

Step 10: Upgrade Dispatch Board Functionality

• Explore the enhancements made to the Dispatch Board.
• Use the board to manage jobs more efficiently and improve dispatching workflows.

Step 11: Open Jobs in New Tabs

• Learn how to open jobs pages in the same or a new tab for better multitasking.
• This feature allows you to work on multiple jobs without losing your place.

Step 12: View NJE's Without Timesheet Codes on Mobile

• Access NJE entries without the need for timesheet codes directly from mobile devices.
• This feature improves mobile usability and data entry efficiency.

Step 13: Familiarize Yourself with Dispatch Pro Features

• Explore the new features available in Dispatch Pro.
• Ensure you are taking full advantage of the tools designed to improve dispatch operations.

Step 14: Set Up Auto Proposals for PB Pro Users

• Configure auto proposals to streamline the proposal process for PB Pro users.
• This saves time and enhances client engagement.

Step 15: Manage Documents in Estimates Screen

• Check the new Documents section on the Estimates screen.
• Use this feature to attach and manage documents related to estimates effectively.

Step 16: Select Individual Estimates to Email

• Learn how to select and email individual estimates directly from the system.
• This feature simplifies communication with clients and speeds up the proposal process.

Step 17: Track Maintenance in Fleet Pro

• Utilize maintenance tracking capabilities in Fleet Pro.
• This helps manage vehicle upkeep and scheduling efficiently.

Step 18: Analyze Forms Submissions Dataset in Reporting

• Review the forms submissions dataset to improve reporting accuracy.
• Use this data to gain insights into client requests and service performance.

Step 19: Create Template Pricebook Items

• Establish template pricebook items to standardize pricing across jobs.
• This ensures consistency and simplifies the quoting process.

Step 20: Utilize the "My Cases" View in Help Center

• Familiarize yourself with the "My Cases" view in the Help Center.
• Use this feature to track support cases and responses effectively.

Conclusion

The Winter 2024 release of ServiceTitan introduces a range of features designed to enhance your service operations, from improved billing options to better dispatch functionalities. By integrating these features, you can streamline workflows, improve client communication, and ultimately boost productivity. Explore each feature and consider how they can best apply to your business processes. For those new to ServiceTitan, consider booking a demo to see these features in action.